Everything on Geopolitics & Energy Markets

US attacks on Iran are expected to cease within two to three weeks, triggering a market rally and a temporary drop in oil prices below $100/barrel. However, extensive infrastructure damage in the Gulf suggests energy prices will stabilize at structurally higher levels long-term, supporting margins for producers.

Impact: Investors may see short-term volatility in energy stocks, but the structural supply deficit supports long-term valuation and dividend potential for oil and gas majors despite de-escalation headlines.

— from Markets Rally on Iran De-escalation; SpaceX IPO Filing Triggers Sector Surge · Alles auf Aktien – Die täglichen Finanzen-News· Apr 02, 2026